Optical Stocks Slammed as Samsung Jumps into Silicon Photonics
Optical stocks plunged as Samsung officially announced its entry into the silicon photonics market with 224Gbps tech and ambitious AI plans.
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AOI Scores $53M 800G Order from Major Hyperscale Customer
Applied Optoelectronics lands a new $53 million order for 800G data center transceivers from a major hyperscale client to boost AI infrastructure.
Optics Stocks Rise Despite Nvidia’s Copper + Optics “Both Paths” Message
Lumentum & Coherent jump 6-10% as AI data centers demand billions of lasers. Strong $70-90B market outlook overshadows Nvidia's copper comments.
AOI Secures First $200M+ Volume Order for 1.6T AI Transceivers from Major Hyperscaler
Applied Optoelectronics lands its first big volume order for 1.6T data center transceivers from a top hyperscale client—boosting AI networks, expanding U.S. production, and targeting over 500K units monthly by year-end.